Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Our Team

Our Focus Is Helping You Achieve Financial Freedom

 

 

 

 

 

 

 

 

 

 

More than 80 years of combined experience, Million Dollar Round Table (MDRT) members, and Leader's Conference. We are members of NAIFA (National Association of Insurance & Financial Advisors) and National Association of Health Underwriters (NAHU).

We have achieved the National Quality & National Sales awards from NAIFA.

Our clients deserve an educated, experienced, and qualified professional with a commitment to the financial well being of your family, your business and yourself. Our team  is continuously participating in ongoing financial education and has complied with state and federal licensing requirements.

All members of the team are MassMutual Representatives and both Charlie Parker and Thomas Walsh have earned the LUTCF designation which stands for Life Underwriter Training Council Fellow. The LUTCF designation is granted by The American College to professionals who have completed a five-course curriculum focusing on life insurance planning and have met additional ethical requirements. 

Contact Information:

Coastal Wealth

250 S. Australian Ave. Suite 1200
West Palm Beach, FL 33401

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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